SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,096,818 | -28.6% | 44,646 | -28.1% | 0.04% | -26.0% |
| Q2 2023 | $2,934,731 | +47696.9% | 62,084 | -51.9% | 0.05% | -60.6% |
| Q1 2023 | $6,140 | +3.2% | 129,083 | +1.7% | 0.13% | -21.6% |
| Q4 2022 | $5,950 | -99.9% | 126,899 | +37.7% | 0.16% | +19.1% |
| Q3 2022 | $4,268,000 | -6.3% | 92,182 | -3.9% | 0.14% | -4.2% |
| Q2 2022 | $4,557,000 | +1220.9% | 95,968 | +1305.5% | 0.14% | +1320.0% |
| Q4 2021 | $345,000 | -12.7% | 6,828 | -11.8% | 0.01% | -23.1% |
| Q3 2021 | $395,000 | -40.1% | 7,743 | -39.9% | 0.01% | -43.5% |
| Q2 2021 | $659,000 | +39.9% | 12,882 | +39.4% | 0.02% | +21.1% |
| Q1 2021 | $471,000 | – | 9,241 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WASHBURN CAPITAL MANAGEMENT, INC. | 63,676 | $3,271,000 | 2.27% |
| Physician Wealth Advisors, Inc. | 57,927 | $2,974,000 | 1.01% |
| Financial Architects, Inc | 73,211 | $3,761,000 | 0.70% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 13,821 | $710,000 | 0.54% |
| Truadvice, LLC | 33,227 | $1,706,000 | 0.52% |
| Charles Schwab Trust Co | 20,411 | $1,049,000 | 0.25% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 5,600 | $288,000 | 0.21% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 8,180 | $420,000 | 0.19% |
| Mirador Capital Partners LP | 9,232 | $474,000 | 0.13% |
| FLOW TRADERS U.S. LLC | 16,303 | $837,000 | 0.06% |